- First, save the Unique ID of the Company that you wish to merge with another, as described in the chapter above, then sign out.
- On the same Company Management Portal, sign in with the Graphisoft ID account of the administrator of the company into which you want to merge the other company of which you already saved the unique ID.
- Go to the Company & Members menu.
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On the Company Profile page, look for Merge company accounts. Click on the button Invite Company to Merge.
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A pop-up window of the merge wizard appears with basic information about the merge. After reading it carefully, click on Next.
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In the next step, you are requested to paste the unique ID of the company that you wish to merge into the one you are logged into. Paste the unique ID from the clipboard, and click on Check.
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If both companies meet the merge criteria, a message confirms that a company was found with this ID. Click Next to continue.
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Another window appears explaining the consequences of the merge. You can still go back, or send the request with Confirm & Send Request.
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In the next window, you are informed that the merge request was sent to the other company’s administrator. Quit the wizard with Close.
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After this, if you refresh your company management page, you will find the information about the Pending request for the company management merge. Note that even if the merge request is sent, before the administrator of the other company accepts the merge, you can still cancel the procedure with the Cancel Merge button at the bottom of the page. However, as soon as the administrator of the other company accepts the merge, it will be completed immediately and cannot be undone.
Graphisoft ID Company merge: Starting the merge
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